Birch Hill Wealth Advisors

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Birch Hill Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC
Kerry Phelan, Private Wealth Advisor
Tyler Bates, Client Concierge

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

🎉 Celebrating a Big Milestone! 🎉We’re excited to share some truly special news—our incredible office manager, Celeste, h...
06/05/2026

🎉 Celebrating a Big Milestone! 🎉
We’re excited to share some truly special news—our incredible office manager, Celeste, has reached her 20th anniversary with Ameriprise! 🥳
Over the past two decades, Celeste has shown unwavering dedication to our clients and has played a huge role in building the positive, welcoming culture we’re so proud of in our office. Her hard work, commitment, and care make a difference every single day.
We are beyond grateful for everything she has done and continues to do. Please join us in congratulating Celeste on this amazing milestone! 👏💙

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Tyler and Katherine had a wonderful evening supporting the CPCA at their Champions Against Child Abuse event. This organ...
05/29/2026

Tyler and Katherine had a wonderful evening supporting the CPCA at their Champions Against Child Abuse event. This organization holds a special place in both of their hearts, and it’s truly inspiring to witness the meaningful impact it has on children, families, and the entire community.

Hearing the powerful stories about the care, protection, and support provided to children and their families is nothing short of incredible. It’s a reminder that no one stands alone when we come together to stand against child abuse.

Each of us has the ability to be a hero in a child’s life by advocating, protecting, and supporting every single child. 💙

https://bit.ly/4x4Vjc7

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

This Memorial Day, we’re remembering, honoring, and spending time with the people and causes that matter most to us.From...
05/25/2026

This Memorial Day, we’re remembering, honoring, and spending time with the people and causes that matter most to us.

From Kerry firing up the grill and catching up with college friends, to Tyler settling into a new chapter in his new home, to Celeste giving back at an animal shelter fundraiser
—our team is celebrating the long weekend in meaningful ways.

We hope you’re enjoying time with loved ones, creating new memories, and taking a moment to reflect on those who made it all possible.
Wishing you a safe and meaningful Memorial Day. ❤️🤍💙

🎉 Happy Birthday, Kerry & Matt! 🎉May is a special month around here, and we’re excited to celebrate two incredible membe...
05/20/2026

🎉 Happy Birthday, Kerry & Matt! 🎉
May is a special month around here, and we’re excited to celebrate two incredible members of our team!

Kerry, thank you for being such an important piece of the team. Your leadership, dedication, and positive example make a lasting impact every day. You’re truly a role model for all of us, and we’re lucky to have you guiding and inspiring the team. Hope your birthday is as amazing as you are!

And Matt… happy birthday! We won’t say how many candles are on your cake this year... but we did check with the fire department just to be safe 😄. In all seriousness, we appreciate everything you bring to the team and hope you have a fantastic day (and maybe take it easy chasing after all those years 😉).

Wishing you both a wonderful birthday and a great year ahead!

We would like to congratulate Kaelan on graduating from Dutchess Community College this past weekend—what an incredible ...
05/19/2026

We would like to congratulate Kaelan on graduating from Dutchess Community College this past weekend—what an incredible achievement! 👏
Your hard work and dedication have truly paid off, and we are so proud of you. We can’t wait to see all that you accomplish in the future. 🌟
Congratulations again, Kaelan! The best is yet to come. 💙🎉

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27 Collegeview Avenue
Poughkeepsie, NY
12603

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